Good Morning: This is a daily review of the stocks in your portfolio, updated on Monday, July 21, 2025 at 7:23 AM (UTC). The data is lagged by ~1 day.
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | -0.0957051 | -0.1392978 | 9042.949 | 1 |
| Buy_Hold | -0.0581992 | -0.0855294 | 9385.777 | 1 |
##### AAPL Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0279145 | 0.0419080 | 10279.14 | 2 |
| Buy_Hold | 0.0932605 | 0.1421991 | 10845.56 | 1 |
##### AMZN Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.3870003 | 0.6287476 | 13870.00 | 4 |
| Buy_Hold | 0.5396079 | 0.9030569 | 15088.16 | 1 |
##### BA Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.2867232 | 0.4563171 | 12867.23 | 4 |
| Buy_Hold | 0.2600084 | 0.4114623 | 12503.12 | 1 |
##### BABA Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.3894378 | 0.6330177 | 13894.38 | 4 |
| Buy_Hold | 0.3640209 | 0.5886743 | 13703.97 | 1 |
##### BYDDY Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1727552 | 0.2682263 | 11727.55 | 5 |
| Buy_Hold | 0.0193701 | 0.0290202 | 10075.76 | 1 |
##### COST Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## [1] NA
## [1] NA
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0000 | 0.00000 | 10000.00 | 0 |
| Buy_Hold | 2.0755 | 40.47876 | 31543.59 | 1 |
##### CRWV Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1543478 | 0.238659 | 11543.48 | 2 |
| Buy_Hold | 0.3502091 | 0.564747 | 13523.03 | 1 |
##### EL Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | -0.0128399 | -0.0190854 | 9871.601 | 1 |
| Buy_Hold | -0.1231457 | -0.1779510 | 9316.489 | 1 |
##### ELF Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.2834225 | 0.4507501 | 12834.23 | 2 |
| Buy_Hold | 0.3081081 | 0.4925544 | 13370.17 | 1 |
##### GELYF Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0000000 | 0.0000000 | 10000.00 | 0 |
| Buy_Hold | 0.2736021 | 0.4342287 | 12705.06 | 1 |
##### GLD Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | -0.0234301 | -0.0347354 | 9765.699 | 1 |
| Buy_Hold | 0.0261158 | 0.0391906 | 10362.862 | 1 |
##### GOOGL Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1152636 | 0.1766460 | 11152.64 | 2 |
| Buy_Hold | 0.2172259 | 0.3405996 | 12136.25 | 1 |
##### JPM Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0474003 | 0.0714960 | 10474.00 | 2 |
| Buy_Hold | 0.2201861 | 0.3454637 | 12071.62 | 1 |
##### MSFT Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.8103621 | 1.423038 | 18103.62 | 4 |
| Buy_Hold | 1.5210124 | 2.970070 | 26661.62 | 1 |
##### NBIS Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0413862 | 0.0623347 | 10413.86 | 2 |
| Buy_Hold | 1.1168079 | 2.0593665 | 21627.40 | 1 |
##### NET Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0935063 | 0.1425819 | 10935.06 | 2 |
| Buy_Hold | 0.1869063 | 0.2911127 | 11596.05 | 1 |
##### NVDA Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1034156 | 0.1580554 | 11034.156 | 2 |
| Buy_Hold | -0.0204683 | -0.0303669 | 9817.455 | 1 |
##### O Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0580855 | 0.0878362 | 10580.85 | 4 |
| Buy_Hold | 0.0922855 | 0.1406804 | 10890.43 | 1 |
##### QQQ Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0579287 | 0.0875958 | 10579.29 | 4 |
| Buy_Hold | 0.0924350 | 0.1409132 | 10892.42 | 1 |
##### QQQM Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | -0.0227848 | -0.0337841 | 9772.152 | 1 |
| Buy_Hold | -0.0733882 | -0.1074336 | 9247.091 | 1 |
##### SCHD Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | -0.4429491 | -0.5820756 | 5570.509 | 1 |
| Buy_Hold | -0.4035087 | -0.5371953 | 6355.141 | 1 |
##### TCMD Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.2287248 | 0.3595273 | 12287.25 | 1 |
| Buy_Hold | 0.2388559 | 0.3762761 | 12143.87 | 1 |
##### TSM Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1074992 | 0.1644519 | 11074.99 | 3 |
| Buy_Hold | 0.1226360 | 0.1882628 | 11256.41 | 1 |
##### V Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0651552 | 0.0986922 | 10651.55 | 2 |
| Buy_Hold | 0.0165424 | 0.0247668 | 10165.42 | 1 |
##### VDADX Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0974436 | 0.1487219 | 10974.436 | 4 |
| Buy_Hold | -0.0861052 | -0.1256378 | 9195.953 | 1 |
##### VDE Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1093384 | 0.1673366 | 11093.38 | 4 |
| Buy_Hold | 0.0481831 | 0.0726902 | 10462.25 | 1 |
##### VOO Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0564442 | 0.0853209 | 10564.44 | 4 |
| Buy_Hold | 0.0976231 | 0.1490020 | 10954.78 | 1 |
##### VUG Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0363874 | 0.0547400 | 10363.87 | 2 |
| Buy_Hold | 0.0142319 | 0.0212956 | 10136.21 | 1 |
##### VYM Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))